ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Overview Fund Activity
Delisted

ATAXZ was delisted on the 30th of June, 2008.

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67 hedge funds and large institutions have $47M invested in AMERICA FIRST TAX EXEMT INV LP in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
17
Closed
5
Calls
$617K
Puts
$314K
Net Calls
+$303K
Net Calls Change
+$165K

Top Buyers

1
IA
1
IFG Advisory
Georgia
$610K
2
RCWM
2
Royal Capital Wealth Management
Indiana
$422K
3
RJA
3
Raymond James & Associates
Florida
$3.68M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$291K
5
Morgan Stanley
5
Morgan Stanley
New York
$5.18M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$6K
3
FCH
3
Freestone Capital Holdings
Washington
$4.52M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$704K
5
C
5
Certuity
Florida
$303K
Name Market Value Shares Shares
Change 		Shares
Change %
XF
26
XML Financial
Maryland
$342K 53,250 +6,500 +14%
SWA
27
SOA Wealth Advisors
New York
$338K 51,815 -14,538 -22%
TWM
28
Tradition Wealth Management
Minnesota
$317K 49,311 -5,547 -10%
Osaic Holdings
29
Osaic Holdings
Arizona
$317K 49,401 +12,010 +32%
ASFA
30
All Season Financial Advisors
Colorado
$316K 49,166 -7,186 -13%
C
31
Certuity
Florida
$303K 47,114 -25,000 -35%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$291K 42,300 +42,300 New
DLG
33
Daniel L. Goodwin
$287K 44,700 – –
Creative Planning
34
Creative Planning
Kansas
$283K 44,000 -4,000 -8%
SMH
35
Sanders Morris Harris
Texas
$254K 39,500 – –
Geode Capital Management
36
Geode Capital Management
Massachusetts
$251K 39,141 – –
Truist Financial
37
Truist Financial
North Carolina
$243K 37,900 +10,900 +40%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$242K 37,679 -2,321 -6%
FWM
39
Frontier Wealth Management
Missouri
$226K 35,081 -5,000 -12%
PAG
40
Private Advisor Group
New Jersey
$221K 34,424 +5,387 +19%
EH
41
Equitable Holdings
New York
$188K 29,192 +1,800 +7%
P
42
&Partners
Tennessee
$165K 25,620 -150 -0.6%
APA
43
American Portfolios Advisors
New York
$165K 25,600 +19,600 +327%
Group One Trading
44
Group One Trading
Illinois
$157K 24,420 – –
AWM
45
AE Wealth Management
Kansas
$148K 22,952 +373 +2%
OBWG
46
Onyx Bridge Wealth Group
New York
$132K 20,150 +700 +4%
TYCC
47
Texas Yale Capital Corp
Florida
$122K 19,007 – –
JF
48
Jump Financial
Illinois
$109K 16,900 +16,900 New
VF
49
Virtu Financial
New York
$108K 16,831 -22,663 -57%
NFC
50
Northeast Financial Consultants
Connecticut
$103K 16,000 – –
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